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Lifeworks Advisors’s Altria Group MO Stock Holding History

Lifeworks Advisors’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
155,321
+17,525
+13% +$1.22M 1.17% 20
2026
Q1 		$9.09M Sell
137,796
-2,673
-2% -$172K 1.17% 16
2025
Q4 		$8.1M Buy
140,469
+23,959
+21% +$1.45M 1.05% 20
2025
Q3 		$7.7M Buy
116,510
+107,256
+1,159% +$6.8M 1.02% 21
2025
Q2 		$543K Sell
9,254
-224
-2% -$13.2K 0.08% 184
2025
Q1 		$569K Buy
9,478
+695
+8% +$37.9K 0.09% 171
2024
Q4 		$459K Buy
8,783
+1,281
+17% +$68.2K 0.08% 178
2024
Q3 		$383K Buy
7,502
+927
+14% +$46.9K 0.08% 199
2024
Q2 		$300K Buy
6,575
+349
+6% +$15.5K 0.08% 178
2024
Q1 		$272K Sell
6,226
-358
-5% -$14.8K 0.08% 192
2023
Q4 		$266K Sell
6,584
-3,346
-34% -$138K 0.09% 170
2023
Q3 		$418K Buy
9,930
+3,766
+61% +$166K 0.16% 130
2023
Q2 		$279K Buy
6,164
+1,636
+36% +$74.1K 0.12% 132
2023
Q1 		$202K Buy
+4,528
New +$208K 0.1% 143

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lifeworks Advisors's MO Position: Q2 2026 in Review

Lifeworks Advisors increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $1.22M and bringing the position to 155,321 shares worth $11.2M. The position accounts for 1.17% of the portfolio, ranked #20.

Lifeworks Advisors first reported a position in MO in Q1 2023 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Lifeworks Advisors held 155,321 shares of Altria Group worth $11.2M as of Q2 2026.
  • Lifeworks Advisors bought 17,525 Altria Group shares in Q2 2026, an estimated $1.22M.
  • Altria Group made up 1.17% of Lifeworks Advisors's portfolio in Q2 2026, its #20 holding.
  • Lifeworks Advisors first reported a position in Altria Group in Q1 2023 and has held it in 14 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.